How to Set Due Date Reminder in Excel (3 Quick Methods)

We’ll use the following dataset that represents some buyers’ invoice amounts and due dates.

Method 1 – Combine TODAY, AND, and IF Functions to Set a Due Date Reminder in Excel

We’ll check for the date 7 days ahead of the current date. The formula will return Yes if any date passes the due date. Otherwise, it will show No.

Steps:

• Select the cell E5.
• Insert the following formula in it:

• Press the Enter button.

• Drag down the Fill Handle icon to copy the formula for the other cells.

• You will get all the outputs like the image below.

⏬ Formula Breakdown:

➤ TODAY()+$D$11>=D5
Checks the date- 7 days ahead of the current date whether it is greater than or equal to the date of Cell D5 or not. It returns:
TRUE

➤ D5<>””
Checks if the Cell D5 is empty, in this case it returns:
TRUE

➤ AND(D5<>””,TODAY()+$D$11>=D5)
The AND function will combine both outputs. If any output is FALSE, it will return FALSE.
TRUE

➤ IF(AND(D5<>””,TODAY()+$D$11>=D5),”Yes”,”No”)
The IF function will return Yes for TRUE and No for FALSE.
Yes

Method 2 – Apply Conditional Formatting to Set a Due Date Reminder in Excel

Steps:

• Select the dates.
• Go to Conditional Formatting and select New Rule.
• A dialog box will open up.

• Click Format only cells that contain from the Select a Rule Type box.
• From the Format only cells with section, select less than or equal to in the second box.
• Use the following formula in the third box:

• Click Format. The Format Cells dialog box will appear.

• In the Fill section, pick your desired color. We picked a red hue.
• Press OK, and you’ll go back to the previous dialog box.

• Press OK.

• Here’s the result for the sample.

Method 3 – Embed VBA Macro to Get a Pop-Up Alert for a Due Date

Steps:

• Right-click on the sheet title.
• Select View Code from the Context menu.
• A VBA window will open up.

• Insert the following code in the module:

Option Explicit
Sub Due_Date()
Dim DueDate_Col As Range
Dim Due As Range
Dim PopUp_Notification As String
Set DueDate_Col = Range("D5:D9")
For Each Due In DueDate_Col
    If Due <> "" And Date >= Due - Range("D11") Then
        PopUp_Notification = PopUp_Notification & " " & Due.Offset(0, -2)
    End If
Next Due
If PopUp_Notification = "" Then
    MsgBox "No need to chase any buyer today."
Else: MsgBox "These buyers need chasing today: " & PopUp_Notification
End If
End Sub

• Press the Run icon to run the code.

• A pop-up notification message box will send an alert with the buyer names.

Download the Practice Workbook

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• How to Disable Alerts in Excel VBA

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